Triangle Securities Wealth Management JPM Holdings History
Triangle Securities Wealth Management's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Triangle Securities Wealth Management held 22,631.00 shares of JPMorgan Chase & Co(JPM), totaling $6.56 Mil. This investment constitutes 1.61% of their stock portfolio, and Triangle Securities Wealth Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then Triangle Securities Wealth Management has made 9 purchases of JPM, at an average price of $61.68, for a total of 48,284.00 shares. In addition, there have been 30 sales at an average price of $142.83 for 25,653.00 shares. Based on historical transaction data and JPM's current price of $288.70, Triangle Securities Wealth Management's estimated gain on his JPM holdings is $7.22 Mil, reflecting a 242.40% gain to date.
Triangle Securities Wealth Management JPM ($288.70) Holding Chart
Triangle Securities Wealth Management JPM ($288.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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